UCFA
BPY

United Capital Financial Advisors’s Brookfield Property Partners L.P. Limited Partnership Units BPY Stock Holding History

United Capital Financial Advisors’s Portfolio BPY Stock Details BPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,135
Closed -$192K – 1259
2021
Q2 		$192K Hold
10,135
– – ﹤0.01% 1172
2021
Q1 		$180K Hold
10,135
– – ﹤0.01% 1138
2020
Q4 		$147K Hold
10,135
– – ﹤0.01% 1147
2020
Q3 		$122K Hold
10,135
– – ﹤0.01% 1103
2020
Q2 		$100K Hold
10,135
– – ﹤0.01% 1141
2020
Q1 		$82K Hold
10,135
– – ﹤0.01% 1132
2019
Q4 		$185K Hold
10,135
– – ﹤0.01% 1291
2019
Q3 		$206K Hold
10,135
– – ﹤0.01% 1189
2019
Q2 		$192K Buy
+10,135
New +$202K ﹤0.01% 1370

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United Capital Financial Advisors's BPY Position: Q3 2021 in Review

United Capital Financial Advisors sold out of Brookfield Property Partners L.P. Limited Partnership Units (BPY) in Q3 2021, closing a stake of 10,135 shares — an estimated $192K sold.

United Capital Financial Advisors first reported a position in BPY in Q2 2019 and held it in 9 quarters. The position peaked at $206K in Q3 2019. 2 funds tracked by Wall St. Rank hold BPY as of Q3 2021.

  • United Capital Financial Advisors reported no remaining Brookfield Property Partners L.P. Limited Partnership Units position as of Q3 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,135 Brookfield Property Partners L.P. Limited Partnership Units shares in Q3 2021, an estimated $192K.
  • United Capital Financial Advisors first reported a position in Brookfield Property Partners L.P. Limited Partnership Units in Q2 2019 and held it in 9 quarters.
  • United Capital Financial Advisors's Brookfield Property Partners L.P. Limited Partnership Units position peaked at $206K in Q3 2019.
  • 2 funds tracked by Wall St. Rank held Brookfield Property Partners L.P. Limited Partnership Units as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.